SAM
COCO icon

Smartleaf Asset Management’s Vita Coco COCO Stock Holding History

Smartleaf Asset Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Hold
313
– – ﹤0.01% 1936
2026
Q1 		$14.6K Sell
313
-4
-1% -$218 ﹤0.01% 2135
2025
Q4 		$16.9K Buy
+317
New +$14.9K ﹤0.01% 2124

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Smartleaf Asset Management's COCO Position: Q2 2026 in Review

Smartleaf Asset Management held its Vita Coco (COCO) position steady in Q2 2026 at 313 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Smartleaf Asset Management first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Smartleaf Asset Management held 313 shares of Vita Coco worth $22.7K as of Q2 2026.
  • Smartleaf Asset Management left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1936 holding.
  • Smartleaf Asset Management first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.